Create a List for a Defined Deal Outreach Cohort
When a deal outreach cohort is clear, create its Cardly list with a name and optional custom fields ready for a separate population step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact List
Creates a new contact list.
Why this helps
A new outreach cohort can be hard to organize when its list does not exist yet.
- Create a named list for a defined cohort.
- Include optional custom fields when specified in the request.
- Establish the list before a separate contact population process.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Cardly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for deal cohort list creation.
- 3Tell Notis to create a Cardly contact list using the cohort name and only the optional custom fields specified in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real request with a defined cohort name and review the created list.
Questions about this workflow
Will this add Affinity contacts to the list?
No. Create Contact List creates the list. A separate supported process is needed to populate it.
Can Notis invent custom fields based on the deal?
The request should specify any desired custom fields. Do not assume Cardly supports fields that were not confirmed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Cardly. A trigger fires from one place; an action lands in another.
Affinity triggers
Cardly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact List
Creates a new contact list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Creates a webhook subscription for event notifications.
Create Invitation
Sends an invitation to access the organization portal; if the email already has access, the API returns an error.
Delete Invitation by Email
Immediately revokes a pending invitation so it can no longer be accepted.
Delete Webhook
Immediately deletes a webhook and stops its activity and event subscriptions.
Delete Invitation
Immediately deletes an invitation, making it invalid for acceptance.
Generate Preview
Generates a low-quality, watermarked preview of a card.
List Artwork
Lists artwork currently available to your organisation.
Connect any two apps with Notis in the middle.
Affinity and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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